See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,581 | $165,335+6.2% | $149,696+17.3% | $158,922+10.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.78% | 348.15%-343.4pp | 276.60%-271.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $12,065 | $5,103+136.4% | $4,644+159.8% | $4,761+153.4% |
| Participant deferral / active EE | $7,349 | $7,181+2.3% | $6,842+7.4% | $5,982+22.8% |
| Admin fee / account holder | $20,788 | $10,807+92.4% | $9,309+123.3% | $11,246+84.9% |